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Business Tax &
Accounting Solutions
For business owners and real estate investors who want to stop
overpaying the IRS, clean up their books, and get a
real financial back office.
Yes, we work with businesses.
If money flows through an LLC, S‑Corp, partnership, or
corporation – and your taxes and books feel messy – this is
for you.
a 3‑minute quiz that shows
how optimized your taxes
and numbers are.
a one‑time deep dive and
custom plan.
we provide elite strategy and guidance; you and your existing CPA/bookkeeper execute it.
Takes under 3 mins Tax Savings Scorecard
Before we file anything or talk about membership,
we build your plan.
We review your last 3 years of returns and your current
income and bookkeeping, then design a custom strategy to:
If we can’t find at least $4,000 in legitimate, actionable annual tax savings based on your current situation, we refund your $4,000 Blueprint fee. You either get a high‑ROI plan or your money back.
If you decide to continue with us after your Blueprint, your full $4,000 Blueprint fee is credited toward your Tax Concierge Membership or Tax Planning Membership when you join within 14 days.
After your Tax Savings Blueprint, we’ll recommend one of two
paths based on your needs, current team, and complexity.
You keep your existing compliance team; we become your strategic
tax brain on top:
The Tax Planning Membership typically ranges from $450 to $650 every 4 weeks, depending on the level of complexity and support you need. When you join the Tax Planning Membership within 14 days of completing your Tax Savings Blueprint, we apply your full $4,000 Blueprint fee as a credit toward your membership.
Our private community of members where you can network, get trainings, ask group questions in live strategy sessions, post questions in the community, and win prizes
We implement your Tax Savings Blueprint and handle:
Our private community of members where you can network, get trainings, ask group questions in live strategy sessions, post questions in the community, and win prizes
Tax Concierge Membership typically starts at $350 every 4 weeks and increases with the complexity of your tax and accounting needs. We have clients that range from $350 to $3,000 every 4 weeks. We quote your exact amount after your Blueprint. If you’ve already completed the Tax Savings Blueprint, your $4,000 Blueprint investment is applied as a credit toward your membership when you join within 14 days.
Start by finding out where your tax and numbers situation
stand – and whether you qualify for the Tax Savings Blueprint.
Have access to our latest tax tips, courses, and more!
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